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Issues with refresh, Azure database & OneDrive excel files

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Hi,

This seems like it should be a simple task but I've had no success trying various approaches.

I have a pbix file with 3+ web data sources (excel files on OneDrive for Business), and 1 connection to an Azure database. I'm trying set up refresh so this doesn't have to be done manually.

 

First approach: Add azure connection to pbix, publish, then add web connections to pbix and re-publish.
1. I added the Azure connection as DirectQuery and published the pbix. I updated crednetials on Power BI web... this seems to work.

 

2. Added web connections, change all connections to import mode and publish. When I go to check the dataset settings to update credentials, it does not take the credentials I enter: I suspect this is
because the data source is specified as 'unknown'.

 

datasource_unknown.pngdatasource_unknown1.png

 

 

 

Second approach: Add all connections at once and set up scheduled refresh.
1. Add all data connections and publish (import mode). I only have the option to set up refresh by installing a gateway connection.

 

My questions are:
1. Which is the best approach? My goal is to have the dataset refresh automatically.
2. If a gateway is required, do I use a personal gateway or enterprise? Upon reviewing this post, I think personal..? http://community.powerbi.com/t5/Integrations-with-Files-and/Unable-to-schedule-refresh-
with-sharepoint-and-database/m-p/73135/highlight/true#M5639

 

 


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